Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invesco Ltd.IVZ · Entity 125 | SMD & Chief HR Officer | July 03, 2023 | July 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Invesco Ltd.
Report date July 03, 2023 · Filed July 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 91,120 |
Reported balance
After 2023-07-03 transaction · row 1
1 source rowRow 1 · 2023-07-03 · Grant · Acquired 58,377 · Balance 91,120 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 03, 2023 Filed Jul 3, 2023 21:26 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 58,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040648 · doc4.xml · nonDerivative · entry 1 Krevitt Jennifer · CIK 0001910429 · SMD & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,120 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:29 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 2,122 | $17.66 | $37,474.52 |
DisclosureSEC source: 0001209191-23-014681 · doc4.xml · nonDerivative · entry 2 Krevitt Jennifer · CIK 0001910429 · SMD & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,743 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:29 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 11,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014681 · doc4.xml · nonDerivative · entry 1 Krevitt Jennifer · CIK 0001910429 · SMD & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,865 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:19 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 23,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014922 · doc4.xml · nonDerivative · entry 1 Krevitt Jennifer · CIK 0001910429 · SMD & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,540 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.